Tilney Bestinvest expands Glasgow financial planning team

Roy Smith
Roy Smith

Tilney Bestinvest, the investment and financial planning group, has announced that Roy Smith has joined the firm as director of financial planning as part of its strategic focus on expanding its financial planning team.

Mr Smith will be based in the firm’s Glasgow office and will report into Stephen Parker, the firm’s director of financial planning.

Mr Smith joins Tilney Bestinvest from RBS Private Clients Group where he had worked as a wealth manager and chartered financial planner since August 2011.

Focusing primarily on private client advice, Roy provided holistic financial planning and wealth management for a portfolio of high net worth clients.

He had previously worked for RBS as a Senior Private Banking Manager, and has also held roles at private banking firm Adam & Company and Clydesdale Bank Insurance Brokers.

Tilney Bestinvest said Mr Smith will deliver expert advice as part of the firm’s ‘two expert’ approach which sees financial planners paired alongside the firm’s investment managers to provide a high quality integrated wealth management service to clients.

Richard Dawes, managing director, financial planning said: “Our financial planning business is currently undergoing a period of strong growth that reflects the huge number of enquiries the firm is receiving.

“With the radical shake-up to pensions, demand for sound financial planning advice has never been greater, and appointments like Roy’s ensure that we can provide the superior service our clients expect. We are delighted to welcome him to the team.”

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